This site uses cookies. To find out more, see our Cookies Policy

Customer Service Specialist I in Cleveland, OH at Key Bank- Corporate

Date Posted: 4/4/2019

Job Snapshot

Job Description

• Consistently deliver distinctive client service that is knowledgeable, empathetic, patient, prompt, and courteous
• Build rapport and strengthen client relationships while servicing client needs with account inquiries, servicing needs, and issue resolution
• Research and provide verification and documentation of client issues and resolution
• Maintain thorough knowledge and understanding of Key Bank’s products and services
• Effectively educate clients on the features and benefits of Key’s products and services
• Recognize client needs and opportunities to offer additional or enhanced products and services
• Knowledgeably respond to and overcome client objections
• Recognize and effectively act upon client retention opportunities
• Act as liaison for our clients to provide first call resolution by coordinating and following up with other departments or lines of business as appropriate
• Refer clients to the appropriate sales source for sale closure
• Meet accuracy, efficiency and sales (where applicable) goals while contributing to the overall success of the team, Call Center Service, and KeyBank.
• Adhere to established policies and procedures related to servicing, sales, regulatory compliance, quality, and sales client contact strategy
• Perform financial reviews of client portfolios and account analysis. Recognize the need/opportunity for additional products and services
• Recognize and effectively act upon client retention opportunities
• Work collaboratively in a team environment to achieve team, department, and line of business commitments

• High school diploma or GED equivalency required
• 1-3 years client services and sales experience required
• Experience meeting customer service or customer satisfaction goals
• Demonstrated success meeting established sales/referral goals and measurements
• Demonstrated success in problem solving and resolving client issues/concerns
• Strong listening, verbal, written and interpersonal communication skills.
• Ability to work in a fast paced, high volume, and high pressure environment with a sense of urgency
• Ability to navigate multiple computer systems, applications, and utilize search tools to find information
• Computer proficiency with knowledge and experience in Windows environment.
• Ability to adhere to established attendance policies
• Ability to lift 10 lbs.


KeyCorp is an Equal Opportunity and Affirmative Action Employer Min/Fem/Vet/Disabled


Not Ready to Apply?

Joining our Talent Network will enhance your job search and application process. Whether you choose to apply or just leave your information, we look forward to staying connected with you.

Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing